GSEP
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Golden State Equity Partners’s Vertiv VRT Stock Holding History

Golden State Equity Partners’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.39K Sell
25
-4,471
-99% -$1.42M 0.02% 231
2026
Q1 		$1.13M Buy
4,496
+1,530
+52% +$340K 0.09% 267
2025
Q4 		$481K Buy
2,966
+1,148
+63% +$199K 0.08% 288
2025
Q3 		$274K Buy
1,818
+28
+2% +$3.73K 0.05% 370
2025
Q2 		$230K Buy
+1,790
New +$174K 0.04% 391
2024
Q4 		– Sell
-920
Closed -$91.5K – 874
2024
Q3 		$91.5K Sell
920
-4,432
-83% -$367K 0.01% 478
2024
Q2 		$463K Buy
+5,352
New +$487K 0.1% 234

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Equity Partners's VRT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vertiv (VRT) stake by 99% in Q2 2026, selling an estimated $1.42M and leaving 25 shares worth $8.39K. The position accounts for 0.02% of the portfolio, ranked #231.

Golden State Equity Partners first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Golden State Equity Partners held 25 shares of Vertiv worth $8.39K as of Q2 2026.
  • Golden State Equity Partners sold 4,471 Vertiv shares in Q2 2026, an estimated $1.42M.
  • Vertiv made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #231 holding.
  • Golden State Equity Partners first reported a position in Vertiv in Q2 2024 and has held it in 7 quarters since.
  • Golden State Equity Partners's Vertiv position peaked at $1.13M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.